CIK 1109767
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Institutional 13F holdings & portfolio
Holdings
746
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 746
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 76K | $1M+ | SH |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 65K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 25K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 10 | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 51K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 36K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 50K | $1M+ | SH |
| FTSL | FIRST TRUST SENIOR LOAN FUND | 160K | $1M+ | SH |
| BA | BOEING CO COM | 34K | $1M+ | SH |
| KLAC | KLA CORP COM NEW | 6K | $1M+ | SH |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | 134K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 23K | $1M+ | SH |
| OBIL | US TREASURY 12 MONTH BILL ETF | 138K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 8K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 20K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 32K | $1M+ | SH |
| BAR | GRANITESHARES GOLD SHARES | 159K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 43K | $1M+ | SH |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 70K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 35K | $1M+ | SH |
| FINS | ANGEL OAK FINL STRATEGIES INCM COM BEN INT | 484K | $1M+ | SH |
| COR | CENCORA INC COM | 19K | $1M+ | SH |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 142K | $1M+ | SH |
| FBND | FIDELITY TOTAL BOND ETF | 136K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 90K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 31K | $1M+ | SH |
| GDX | VANECK GOLD MINERS ETF | 70K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 129K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 33K | $1M+ | SH |
| BXMT | BLACKSTONE MTG TR INC COM CL A | 303K | $1M+ | SH |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | 85K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 72K | $1M+ | SH |
| AMGN | AMGEN INC COM | 17K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 44K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 21K | $1M+ | SH |
| COWZ | PACER US CASH COWS 100 ETF | 90K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 29K | $1M+ | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 118K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC COM | 9K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC COM | 14K | $1M+ | SH |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | 121K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 38K | $1M+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 301K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 121K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 21K | $1M+ | SH |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 36K | $1M+ | SH |
| BX | BLACKSTONE INC COM | 31K | $1M+ | SH |
| CFA | VICTORYSHARES US 500 VOLATILITY WTD ETF | 51K | $1M+ | SH |
| NFLX | NETFLIX INC. COM | 49K | $1M+ | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 66K | $1M+ | SH |